Bragg Financial Advisors, Inc. at 1031 S Caldwell ST STE 200, Charlotte, Nc 28203 lists Benton S. Bragg and John F. Bragg , III of Charlotte, NC as associates.
Bragg, Benton S.
Registered Agent
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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Benton S. Bragg
President
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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John F. Bragg , III
Vice President
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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Phillips Bragg
Vice President
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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John F. Bragg , III
Secretary
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2023 | Plan NameBRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$16,671,666 / $20,522,754 | 2023 | BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 33 / 35 | $16,671,666 / $20,522,754 |
2022 | Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 33 Assets BOY/EOY$17,659,546 / $16,671,666 | 2022 | BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 29 / 33 | $17,659,546 / $16,671,666 |
2021 | Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 29 Assets BOY/EOY$14,699,504 / $17,659,546 | 2021 | BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 29 / 29 | $14,699,504 / $17,659,546 |
2020 | Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$11,917,655 / $14,699,504 | 2020 | BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 24 / 28 | $11,917,655 / $14,699,504 |
2019 | Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$9,067,690 / $11,917,655 | 2019 | BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 | 23 / 24 | $9,067,690 / $11,917,655 |
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor